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iShares Core Conservative Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTS
26
BB&T Securities
Virginia
$1.5M +$1.53M +45,950 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.49M +$977K +29,429 +182%
JCM
28
Janney Capital Management
Pennsylvania
$1.26M +$1.28M +38,589 New
Ameriprise
29
Ameriprise
Minnesota
$1.22M -$99.3K -2,991 -7%
CAGAS
30
Capital Advisory Group Advisory Services
Minnesota
$1.22M -$3.32K -100 -0.3%
PFS
31
Prospera Financial Services
Texas
$1.2M +$475K +14,307 +64%
Stifel Financial
32
Stifel Financial
Missouri
$1.16M +$698K +21,020 +146%
AAS
33
Annex Advisory Services
Wisconsin
$1.07M +$40.3K +1,213 +4%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.04M +$440K +13,272 +71%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.04M +$51.1K +1,540 +5%
RWM
36
Reston Wealth Management
Virginia
$986K +$1M +30,141 New
AI
37
Atria Investments
North Carolina
$900K -$131K -3,962 -13%
MSA
38
Marino Stram & Associates
Massachusetts
$826K -$86.3K -2,600 -9%
SPC
39
Sigma Planning Corp
Michigan
$805K -$341K -10,261 -29%
EA
40
Efficient Advisors
Ohio
$797K +$163K +4,921 +25%
BHWM
41
Bay Harbor Wealth Management
Maryland
$782K +$793K +23,908 New
MFS
42
Madrona Financial Services
Washington
$724K -$196K -5,903 -21%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$681K +$463K +13,952 +203%
WDL
44
Well Done LLC
Michigan
$677K +$896 +27 +0.1%
CC
45
Claybrook Capital
Massachusetts
$677K +$687K +20,704 New
LFA
46
Legacy Financial Advisors
Kentucky
$651K +$660K +19,886 New
FAIM
47
Financial Advocates Investment Management
Washington
$619K +$14K +422 +2%
MML Investors Services
48
MML Investors Services
Massachusetts
$575K +$201K +6,062 +53%
PA
49
PFG Advisors
Arizona
$499K -$190K -5,726 -28%
GFPC
50
Global Financial Private Capital
Florida
$498K -$293K -8,816 -40%